WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $6,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | -57.1% | 135 | -66.5% | 0.00% | -50.0% |
| Q3 2020 | $14,000 | +55.6% | 403 | +54.4% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | -59.1% | 261 | -61.6% | 0.00% | -60.0% |
| Q1 2020 | $22,000 | -29.0% | 680 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $31,000 | +10.7% | 680 | +0.9% | 0.01% | 0.0% |
| Q3 2019 | $28,000 | -3.4% | 674 | +2.9% | 0.01% | 0.0% |
| Q2 2019 | $29,000 | +3.6% | 655 | +1.1% | 0.01% | -14.3% |
| Q1 2019 | $28,000 | +7.7% | 648 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | -3.7% | 646 | +5.4% | 0.01% | 0.0% |
| Q3 2018 | $27,000 | +35.0% | 613 | +29.9% | 0.01% | +16.7% |
| Q2 2018 | $20,000 | -9.1% | 472 | +1.1% | 0.01% | -14.3% |
| Q1 2018 | $22,000 | -4.3% | 467 | -6.0% | 0.01% | 0.0% |
| Q4 2017 | $23,000 | +283.3% | 497 | +245.1% | 0.01% | +250.0% |
| Q3 2017 | $6,000 | 0.0% | 144 | +2.1% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | – | 141 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |